BalancingAct is very close to release. A date has not been set, but sometime in November is likely. It all depends on final testing and the Apple Mac App Store approval process. The software will require OS X Yosemite (10.10) or OS X El Capitan (10.11).

It has been a long journey, with an unwavering goal of building a product that really does make it possible for a typical investor to manage their investments. "Investment Portfolio Rebalancing for the rest of us" has been a guiding principle all along and we are proud to have achieved that goal.

It is certainly too early to predict the path the product will take after public release. TurboTax came to life about 30 years ago and has become a dominant force for do-it-yourself tax returns as well as a tool for professional tax return specialists. Maybe it's a stretch, but BalancingAct just might do for investors what TurboTax did for taxpayers. Stay tuned...